Tompkins Financial Advisors (TFA) has announced the award wins of two members of its Hudson Valley Wealth Management Team members by the Westchester and Fairfield County Business Journals’ CPA and Financial Advisors Awards program.
William D. Winters, a senior vice president and managing director for TFA in the Hudson Valley New York and Pennsylvania regions, was recognized by the award’s program’s Most Generous category, and John P. Genn III, vice president and senior trust officer, was honored by its Most Trusted Advisor division.
Both awards acknowledge exemplary professionalism and expertise in their field, and specifically in their winning category.
“More than being a terrific testament to the exceptional work being done by Bill and John, these awards demonstrate the outstanding dedication they each possess in serving the financial needs of TFA’s clients and support of our communities,” said Brian A. Howard, president of Tompkins Financial.
Winters joined TFA in 2001 and advises clients on customized financial strategies plus creates and builds new client relationships with individuals, families and foundations. He is past president of the Westchester Estate Planning Council, sits on the board of directors for the Putnam Estate Planning Council, and is a volunteer with the Financial Planning Association. As well, Winters participates in numerous activities for non-profit causes on behalf of TFA, and is an active supporter of several regional community groups. He lives in Stony Point, NY, with his wife and family.
Genn has more than 30 years of industry experience and has been with TFA since 2015, including developing effective estate planning strategies for his clients, and working closely with their legal, tax and investment advisors to design, implement and administer appropriate trust and estate plans. He
holds a Certified Trust and Financial Advisor designation along with an Accredited Estate Planner® designation and is a board member of both the Hudson Valley Estate Planning Council and Astor Services for Children & Families, for which he’s also a member of the finance committee. Genn also is member of Dutchess County Regional Chamber of Commerce’s Legislative Action Committee, and a member of the Estate Planning Council of Putnam County, for which he served as a past president. He resides with his wife in Pawling, NY, and is an elected officer with the St. John’s Knights of Columbus, where he’s been a member for 15 years.
About Tompkins Financial Advisors:
Tompkins Financial Advisors is the wealth management firm of Tompkins Financial Corporation, a leading New York State-based financial services holding company. With more than a century of experience, Tompkins Financial Advisors provides customized wealth management strategies. In the Hudson Valley region, the firm has locations in Westchester, Putnam and Dutchess counties. Other locations include Rochester, NY; Ithaca, NY; Wyomissing, PA and Blue Bell, PA. Wealth Advisors also are available by appointment at Tompkins Financial affiliate locations, including Tompkins Mahopac National Bank, Tompkins Bank of Castile, Tompkins Trust Company, Tompkins VIST Bank and Tompkins Insurance Agencies. For more information, visit www.tompkinsfinancialadvisors.com or follow the firm on LinkedIn.
Investments are not insured by the FDIC, not deposits of, obligations of, or guaranteed by the bank or its affiliates, and are subject to investment risk including possible loss of principal.